Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (YYY)

80 + Investors. Track Smart Money conviction in YYY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — YYY

Based on 80 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added YYY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
80 hedge funds hold YYY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

47 buying29 selling
Last quarter: 47 funds were net buyers (13 opened a brand new position + 34 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 8 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 36% medium ■ 15% new
39 out of 80 hedge funds have held YYY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~13 new funds/quarter

17 → 15 → 8 → 9 → 13 new funds/Q
New funds entering each quarter: 15 → 8 → 9 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 15% 1-2yr ■ 34% new
Of 80 current holders: 41 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
8 of 80 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in YYY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YYY

In 2025 Q4, 47 hedge funds were net buyers of YYY (13 opened a new position, 34 added to an existing one), while 29 reduced or exited (19 trimmed, 10 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 46% of total institutional value in YYY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 80.

Hedge Fund Ownership: YYY

How many hedge funds hold YYY — quarterly history vs. share price
Quarterly hedge fund ownership of YYY vs. share price

Market Analysis: YYY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YYY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: YYY
2026 Q1 Stats Unlock in 7 days 80 + Investors

Track Smart Money conviction in YYY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 77 3.9%
13F Shares 16M 13M 23.56%
Total Value $185M $153M 20.44%
New Positions 13 9 +4
Increased Positions 34 38 -4
Closed Positions 10 9 +1
Reduced Positions 19 18 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YYY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

80 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YYY. Verified SEC 13F-HR filings.

Top 25 institutional holders of YYY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LJI Wealth Management, LLC 3.14% 1,779,584 $19.6M
2 Thrive Capital Management, LLC 1.31% 539,955 $6.0M
3 NWF Advisory Services Inc. 0.84% 671,945 $7.4M
4 Oakmont Advisory Group, LLC 0.62% 50,221 $578K
5 Independent Wealth Network Inc. 0.60% 182,217 $2.0M
6 Intrua Financial, LLC 0.47% 415,255 $4.6M
7 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.28% 371,346 $4.1M
8 Strategic Financial Concepts, LLC 0.11% 39,850 $440K
9 Oxinas Partners, LLC 0.10% 20,094 $222K
10 CERTIOR FINANCIAL GROUP, LLC 0.10% 13,988 $154K
11 Ignite Planners, LLC 0.09% 55,471 $612K
12 IFG Advisory, LLC 0.09% 2,711 $30K
13 WEDBUSH SECURITIES INC 0.08% 236,533 $3K
14 Samalin Investment Counsel, LLC 0.07% 18,490 $204K
15 First Heartland Consultants, Inc. 0.06% 68,063 $751K
16 Sage Capital Management, LLC 0.06% 11,000 $121K
17 Key Client Fiduciary Advisors, LLC 0.05% 13,880 $153K
18 ODonnell Financial Services, LLC 0.05% 12,958 $143K
19 Ausdal Financial Partners, Inc. 0.05% 93,504 $1.0M
20 J.W. COLE ADVISORS, INC. 0.04% 113,629 $1.3M
21 Tidemark, LLC 0.04% 14,689 $162K
22 LFA - Lugano Financial Advisors SA 0.04% 6,400 $70K
23 PFG Investments, LLC 0.03% 65,527 $723K
24 World Investment Advisors 0.03% 186,891 $2.1M
25 PRINCIPAL SECURITIES, INC. 0.03% 186,875 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMPLIFY ETF TR (YYY)

What does the Smart Money Trend signal show for YYY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added YYY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YYY?

More buyers than sellers — 62% buying: Last quarter: 47 funds were net buyers (13 opened a brand new position + 34 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for YYY holders?

Elite ownership — 46% AUM from top-100 funds: 8 of 80 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in YYY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YYY?

49% of holders stayed for 2+ years: 39 out of 80 hedge funds have held YYY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.